About this role
About the Role This role sits within Preqin, a part of BlackRock, and leads the regional client engagement function. You will drive engagement, retention and growth across a defined client portfolio by applying data, product and analytics knowledge and serving as the trusted advisor to Preqin clients, coordinating with Aladdin/BlackRock teams.
What You'll Do
- Act as a regional team lead overseeing a defined portfolio of clients, setting engagement, retention and growth strategy across the region.
- Provide people leadership to direct Client Engagement team members, including coaching, performance management, and development to ensure strong client outcomes.
- Own Preqin’s strategic relationships including engagement, client satisfaction, retention and growth.
- Establish governance with senior stakeholders and business leads.
- Build a deep understanding of client’s strategic objectives and the applicability of Preqin in the client’s investment workflows and analytics.
- Set commercial and engagement strategy for client accounts.
- Accountable for managing the renewal process.
- Identify upselling opportunities and partner with Business Development to drive harvesting targets, and jointly execute the upsell opportunities.
- Preempt churn risk through deep understanding of adoption and needs of the client; Coordinate adoption and service efforts with Client Experience and Service to drive successful client outcomes.
- Partner with Marketing to influence and ensure effective campaigns that strengthen client engagement efforts.
- Collaborate with Product, Data, Engineering and other teams by sharing client feedback, themes and trends to help shape our roadmap and priorities.
- Partners and coordinates with Aladdin and BlackRock teams on joint clients and commercial opportunities.
What We're Looking For
- 10+ years of sales experience in a sales and/or account management role within financial services, alternative investments, or B2B SaaS sales.
- Proven experience leading and scaling a sales or account management region, including designing and executing campaigns or strategic initiatives to drive growth.
- Demonstrated experience managing, developing, and motivating team members, with accountability for both individual and collective performance.
- Demonstrable success and a record of hitting quota and sales target. Negotiation skills as it relates to upsells and cross-selling.
- Working knowledge of the financial market data space, alternative assets, and financial services industries.
- Robust interpersonal skills and strong professional acumen with excellent written and verbal communication skills. Comfortable liaising with both BlackRock's clients and colleagues at all levels.
- Excellent attention to detail and analytical skills with a thirst and aptitude for problem solving and willingness to go the deliver positive outcomes.
- Accountable, motivated, diligent and results driven work ethic.
- Strong planning and organizational skills with the ability to manage and control their own priorities to meet deadlines.
- A desire to be a phenomenal teammate, able to integrate and build rapport quickly.
- Excellent knowledge of Microsoft software such as Outlook, Word, Excel and PowerPoint and Information Technology skills.
Compensation & Benefits
- Salary range: USD 132,000 - 180,000 per year.
- Eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
- Additional benefits highlighted: tuition reimbursement, strong retirement plan, Flexible Time Off (FTO), and support for working parents.
- Hybrid work model.